welcome. >> thank you, jim. glad to be back. >> rick, your conference call depressed me, because you guys are straight shooters. wasn't like you said we had a great quarter, you point blank said, due to significant decline in revenue late in the quarter, both operating groups, key financial metrics came in well below expectations. explain to us how that could happen? >> jim, it was a combination of three factors, in order, first of all, the missing revenue. with less revenue, you have less growth. and second was you talked about it in the intro. the western regions, higher margin, higher calorie business overall. the business centralized in the west, a double whammy and geographic mix shift. stronger in the east. components business in asia had stronger sequential growth, but it exacerbated the shift from the west and all three contributed to the disappointing bottom line. >> when i heard about the bottom line, wow, the housing economy strong, auto economy strong, but we have worries about the gridlock in washin